Purchases and Sales Made in Q2 2022 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q2 2022. The information is specifically focused on institutions that hold shares of ENERGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
28.7K+ 357.42% |
$2.02M - $2.64M
|
36.7K
$3.18M
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
28.6K+ 706.58% |
$2.02M - $2.64M
|
32.6K
$2.83M
|
|
|
Aug 15, 2022
Q2 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
28.5K+ 759.79% |
$2.01M - $2.63M
|
32.2K
$2.79M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
28.4K+ 36.86% |
$2M - $2.62M
|
105K
$9.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27.8K+ 42.81% |
$1.97M - $2.57M
|
92.8K
$8.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
27.2KNew |
$1.93M - $2.51M
|
27.2K
$2.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
27.2K+ 58.92% |
$1.92M - $2.51M
|
73.4K
$6.36M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
27K+ 20.16% |
$1.91M - $2.49M
|
161K
$13.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
24.9K+ 178.34% |
$1.76M - $2.3M
|
38.9K
$3.37M
|
|
|
Jul 29, 2022
Q2 2022
|
Amica Mutual Insurance CO
|
BUY
|
- |
24.9KNew |
$1.76M - $2.3M
|
24.9K
$2.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
24.9K+ 10.96% |
$1.76M - $2.3M
|
252K
$21.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
24.9K+ 13.66% |
$1.76M - $2.3M
|
207K
$17.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24.8K+ 10.98% |
$1.76M - $2.29M
|
251K
$21.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
24.7K+ 219.54% |
$1.74M - $2.28M
|
35.9K
$3.11M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
24.3K+ 799.47% |
$1.71M - $2.24M
|
27.3K
$2.36M
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
24.2K+ 141.08% |
$1.71M - $2.23M
|
41.4K
$3.59M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
23.9K+ 149.76% |
$1.69M - $2.21M
|
39.9K
$3.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23.9K+ 42.47% |
$1.69M - $2.2M
|
80.1K
$6.94M
|
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
BUY
|
- |
23.7K+ 28.65% |
$1.67M - $2.18M
|
106K
$9.21M
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
23.1K+ 25.28% |
$1.63M - $2.13M
|
115K
$9.92M
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
22.6K+ 17.1% |
$1.6M - $2.08M
|
155K
$13.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
22.3K+ 10.61% |
$1.58M - $2.06M
|
232K
$20.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
21.7K+ 207.56% |
$1.54M - $2.01M
|
32.2K
$2.79M
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
21.7KNew |
$1.53M - $2M
|
21.7K
$1.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
21.3K+ 484.86% |
$1.5M - $1.97M
|
25.7K
$2.23M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20.7K+ 25.26% |
$1.46M - $1.91M
|
103K
$8.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
20.4K+ 40.14% |
$1.44M - $1.88M
|
71.3K
$6.18M
|
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
20.2KNew |
$1.43M - $1.87M
|
20.2K
$1.75M
|
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
20.2KNew |
$1.43M - $1.86M
|
20.2K
$1.75M
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
20K+ 0.78% |
$1.41M - $1.85M
|
2.59M
$225M
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
19.9K+ 15.64% |
$1.41M - $1.84M
|
147K
$12.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
19K+ 57.54% |
$1.34M - $1.75M
|
52.1K
$4.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19K+ 6.93% |
$1.34M - $1.75M
|
293K
$25.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
19KNew |
$1.34M - $1.75M
|
19K
$1.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
18.8KNew |
$1.33M - $1.74M
|
18.8K
$1.63M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
18KNew |
$1.27M - $1.66M
|
18K
$1.56M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.7K+ 15.26% |
$1.25M - $1.63M
|
133K
$11.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
17.6KNew |
$1.24M - $1.62M
|
17.6K
$1.52M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
17.5K+ 41.73% |
$1.24M - $1.61M
|
59.4K
$5.14M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.4K+ 7.54% |
$1.23M - $1.61M
|
249K
$21.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
17.2KNew |
$1.21M - $1.58M
|
17.2K
$1.49M
|
|
|
Aug 16, 2022
Q2 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
17.1K+ 23.3% |
$1.21M - $1.58M
|
90.7K
$7.86M
|
|
|
Aug 01, 2022
Q2 2022
|
Narwhal Capital Management
|
BUY
|
- |
16.9K+ 143.7% |
$1.19M - $1.56M
|
28.6K
$2.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.8K+ 59.72% |
$1.19M - $1.55M
|
45K
$3.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
16.8K+ 43.67% |
$1.19M - $1.55M
|
55.3K
$4.79M
|
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
16.3K+ 64.97% |
$1.15M - $1.51M
|
41.5K
$3.59M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
16.3K+ 12.32% |
$1.15M - $1.5M
|
149K
$12.9M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.2K+ 19.41% |
$1.14M - $1.49M
|
99.6K
$8.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
16KNew |
$1.13M - $1.47M
|
16K
$1.38M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.8K+ 8.51% |
$1.11M - $1.46M
|
201K
$17.4M
|